See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,759 | $88,707-82.2% | $74,183-78.8% | $273,961-94.2% |
| Participation rate | 73.7% | 79.4%-5.8pp | 76.6%-2.9pp | 83.0%-9.3pp |
| Annual return | 6.12% | 11.94%-5.8pp | 17.74%-11.6pp | 41.45%-35.3pp |
| Employer contribution / active EE | $257 | $3,159-91.9% | $2,370-89.1% | $4,869-94.7% |
| Participant deferral / active EE | $883 | $4,212-79.0% | $3,550-75.1% | $5,287-83.3% |
| Admin fee / account holder | $757 | $8,717-91.3% | $5,586-86.5% | $10,132-92.5% |